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Exemption portability not all it’s cracked up to be — Create a credit shelter trust as an alternative

$225.00

SKU: PFPjf122. Category: .

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Abstract: Married couples who are concerned about estate planning have probably heard about how the 2010 Tax Relief act provided for the “portability” of the estate tax exemption. But, without congressional action, gift and estate tax exemptions will decrease and tax rates will increase — and the portability of exemptions will expire, thereby increasing possible exposure to estate tax liability. However, as this article explains, a credit shelter trust can help protect assets.

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